Workato North America Innovation Partner of the Year 2026  ·  Commercial Execution Excellence 2026 Platinum Partner
Operators from LinkedIn · Atlassian · Mapbox · Flexport

Strategy decks don't close the gap.
Operators who've shipped it do.

The same systems you're trying to ship: we've built them at scale, with the governance, production data, and hard deadlines that come with it. We advise, we implement, we manage.

8wk
Median from kickoff to first production system
Senior
operator leading every engagement
20+
Production systems running for clients today
Workato
Platinum
Partner
Highest Workato partnership tier

Trusted by teams at

Workiva
SingleStore
Articulate
Extreme Networks
Rapid7
Benchling
Pendo
Fastly
DigitalOcean
01 · Advisory Services

Strategy that survives
first contact with your stack.

We sit in working sessions, audit your stack, talk to your team, and ship a roadmap your engineers can execute next sprint.

  • Tech & data audits: find the integration debt and silent risk before it kills your next initiative.
  • AI readiness assessments: tell you which AI initiatives will work and which are demos pretending to be products.
  • M&A integration planning: pre-LOI tech diligence and post-close stack consolidation playbooks.
  • Enterprise architecture roadmaps: quarter-by-quarter plans that survive contact with reality.
  • Vendor selection & RFP support: operator-led evaluations, not analyst-fed scorecards.
02 · AI & Automation

AI that ships.
With humans in the loop.

Most AI projects fail at the integration layer. Ours don't, because we built our practice around the layer most consultancies skip: the connections, the data, the orchestration, and the human-in-the-loop guardrails that make AI safe to run on real customer data.

  • AI agents on MCP: autonomous workflows with judgment and memory, scoped to a clear job-to-be-done.
  • Workato-led automation: zero-touch workflows with full error handling, audit trails, and governance.
  • RAG & knowledge agents: internal Q&A bots wired to Confluence, Zendesk, Slack, and your data warehouse.
  • Sales & CRM AI co-pilots: pre-call briefs, post-call summaries, MEDDIC scoring, and CRM auto-fill.
  • Production AI hardening: observability, fallback paths, and approval flows for any AI that touches your stack.
Managed

CPQ, Revenue, Integration,
and the rest of your revenue stack.

High-growth companies hit a wall when their CPQ logic is in three people's heads, their billing is in spreadsheets, and their automation layer is a pile of recipes nobody fully understands. OneSolve operates as your embedded revenue tech team: Salesforce ownership, Workato governance, and quarterly optimization built into the engagement from day one.

  • Salesforce administration & evolution: ongoing ownership of CPQ, Revenue Cloud, and GTM configuration, including the changes your next re-org will need.
  • Workato recipe governance & support: we own the integration layer: error handling, monitoring, recipe debt, and rebuilds when your automation stack gets fragile or your team changes.
  • Revenue team office hours: monthly working sessions with Sales Ops, Finance, and RevOps to catch misalignment before it becomes a quarter-end fire.
  • AI integration maintenance: we connect your revenue stack to the agentic workflows in pillar 02 and keep those connections current as the AI layer evolves.
  • Quarterly roadmap reviews: a structured look at what's running, what's lagging, and where the next phase of growth needs the stack to be, with a ranked action list for your leadership.
How we work

Four steps. One team throughout.

No 100-page SOWs. No army of juniors.

01
Working Session

A 90-minute scoping session with your team to identify the highest-value move. No charge until we agree on a problem worth solving.

02
Audit & Design

We map your systems, surface integration debt, and design the architecture. You review the plan before any build starts.

03
Build & Ship

Senior-led delivery in two-week iterations. You see working software every Friday.

04
Operate & Optimize

Production support with response SLAs and quarterly optimization passes. We're still on the call after go-live.

One service. Or all three.
Same operator-grade team either way.

Tell us what's broken, what's manual, or where AI keeps failing. We'll scope the highest-impact move in a single working session.